Shortcut rules

A report shortcut rule provides information about a report to display in the Report Browser in the Case Manager portal. Click a report shortcut to run the report and display the results in the Report Viewer.

The following tabs are available on this form:

Shortcut rules establish shareable links to personal reports that managers create. The links provide other managers with access to the reports in the Report Browser. Multiple report shortcuts can link to the same report.


To see the shortcut rules available to your current application, select Designer Studio > Reporting > Report Components > ShortCuts. To see all of the shortcut rules in your system, use the Records Explorer.

Developers can create shortcut rules directly, as they create rules of other types. Managers can create shortcuts in the Report Browser.

  1. Make sure your Access Group for your user ID has a Case Manager or Manager composite portal specified as one of the Secondary Portal Layouts on the Settings tab.
  2. From the Quick Launch menu at the top right of the Designer Studio header, click Run.
  3. From the drop-down menu, select Open Portal > [name of Manager portal].
  4. Select the Monitor Activity slice to open the Report Browser, where you can create categories and shortcuts.


Shortcut rules are instances of the Rule-Shortcut class, and belong to the Reports category.